Teamflect Features
Platform (68)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Pre-Meeting Tools (3)
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Templates
Provides templates for various meeting types.
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Scheduling
Schedules and coordinates meetings between participants.
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Agenda
Creates agendas for meetings to follow.
Meeting Tools (6)
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Minutes
Automatically records the minutes of a meeting, either via text or audio.
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Notes
Allows participants to record notes on meeting proceedings.
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Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
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File Sharing
Allows participants to share files or post them in a shared workspace.
Screen Sharing
Digitally share screen view with others
Meeting Notes
Create and share notes/annotations taken during meetings
Post-Meeting Tools (5)
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Task Delegation
Delegates tasks based on agreed upon action points.
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Participant Email
Emails meeting participants with follow up questions, minutes, etc.
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Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Lock Meetings
Password-protect and/or stop new participants from joining online meetings
Basics (4)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Real-Time Reporting
Active reporting of data and metrics
Additional Functionality (263)
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Mobility
Is accessible from a mobile device and by users on the go.
Dashboard
Has a centralized dashboard for users to interact with
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Internal Talent Mobility
Movement of employees across roles within the same company
Employee Portal
Online portal where employees can access and track their own information
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Single Sign On
Allow users to access multiple services after entering their login credentials once
Succession Management
Real-Time Analytics
Analyze and gain insights into data in real-time
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Goal Management
Allows employees to set and manage work or career related goals
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Succession Planning
Planning, tracking and developing internal talent for future key position filling
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Training Management
Track employee/learner's progression through training programs
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
API
Application programming interface that allows for integration with other systems/databases
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Career Development
Process of enhancing skills & experiences for continuous professional growth & advancement
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports
Alter the layout and content of reports
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Learning Management
Organize and track educational activities
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Email Reminders
Reminders sent via email
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Storage
Store and organize documents in a centralized system
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Assessment Management
Creation, administration, and evaluation of assessments or tests
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Competency Management
Catalog, manage, and develop employee skill sets
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Branding
Add customized logos and colors to align with company branding
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Internal Meetings
For use in meetings within the company
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Self Assessment
An individual's evaluation of his or her own strengths, weaknesses, and skills
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Analytics
Tools for the systematic analysis of various types of data or statistics
Customizable Forms
Customize contracts and forms to collect specific information
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Employee Portal
Online portal where employees can access and track their own information
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Weighted Performance Measures
Assess skills, outcomes and results using preset metrics and averages
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Peer Appraisals
Peer/teammate feedback and review on individual's performance
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Self Assessment
An individual's evaluation of his or her own strengths, weaknesses, and skills
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Performance Review Management
Create, fill out, and send performance reviews to individual employees
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Training Management
Track employee/learner's progression through training programs
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
AI Summarization
Uses AI to condense large amounts of text, audio, or video data into a coherent form
Competency Management
Catalog, manage, and develop employee skill sets
API
Application programming interface that allows for integration with other systems/databases
Employee Recognition
Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Career Development
Process of enhancing skills & experiences for continuous professional growth & advancement
Customizable Branding
Add customized logos and colors to align with company branding
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Tagging
Add labels or tags to tasks
Spreadsheet View
UI looks like a spreadsheet
Task Scheduling
Track and manage the scheduling of tasks
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Email-to-Task Conversion
Convert emails into tasks
Project Tracking
Monitor the progress of projects from start to finish
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Sub-Task Management
Split and manage tasks into individual components
Task Progress Tracking
Track the status and progress of tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Mobile Access
Access software remotely via mobile devices
Task Editing
Edit task information and all related elements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
API
Application programming interface that allows for integration with other systems/databases
Dependency Tracking
Track and manage task relationships and dependencies
Document Management
Store, manage, and track all electronic documents in a centralized location
Assignment Management
Assign issues and tasks based on availability or required skills
Project Planning
Organize and schedule projects
Task Board View
UI looks like task board
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Commenting/Notes
Leave comments and notes on documents for others to view
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Task Import
Import tasks from external sources
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Mobile Access
Access software remotely via mobile devices
Live Chat
Ability to chat online in real time
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Private Chat
Send messages to selected individual(s) from the entire audience
Virtual Backgrounds
Upload or use pre-set virtual backgrounds during video meetings
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Recording
Record live video calls to play later
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Video Conferencing
Connect with meeting participants remotely over video
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Breakout Rooms
Sub-room created within virtual meeting/class
Video Layouts/Views
Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)
Action Item Tracking
Track the status of discussed/agreed tasks
Customizable Branding
Add customized logos and colors to align with company branding
Annotations
Highlight content and/or make notations about parts of content
HD Audio/Video
High-definition audio and/or video capabilities
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Meeting Preparation Tools
Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing
Notes Management
Allow users to create, edit, and sort multiple notes
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Agenda Management
Access event or meeting agenda online
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Negative Feedback Management
Identify, track, and respond to negative feedback
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Real-Time Reporting
Active reporting of data and metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Task Progress Tracking
Track the status and progress of tasks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Prioritization
Arrange tasks based on the level of priority or urgency
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Project Planning
Organize and schedule projects
Data Visualization
Graphical representation of data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
API
Application programming interface that allows for integration with other systems/databases
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Task Management
Create, manage and track all task activities and progression
Real-Time Updates
Receive system updates as soon as any changes are made
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Progress Reports
Document and report the progress of ongoing projects
Single Sign On
Allow users to access multiple services after entering their login credentials once
Goal Management
Allows employees to set and manage work or career related goals
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Customizable Dashboard
Alter the layout and content of dashboards
Real-Time Data
Receive data and information in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Configurable Workflow
Configure existing workflows to meet your organization's needs
Document Storage
Store and organize documents in a centralized system
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
KPI Monitoring
Tracking the status of previously identified performance measurements
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Goal Management
Allows employees to set and manage work or career related goals
eCards
Digital greeting cards that are sent electronically, usually via email
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Gamification
Games or game-like elements to track progress and reward accomplishments
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Chat/Messaging
Communicate using direct chat or messages within the system
Budget Control
Manage and monitor spending to align with the financial constraints or goals
Mobile Access
Access software remotely via mobile devices
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Customizable Branding
Add customized logos and colors to align with company branding
Nominations
Formally proposing oneself or choosing someone as a candidate for a job, responsibility, or award
Recognition Tracking
Track accrued recognition and rewards at an individual employee level
Social Recognition
Forums and/or tools where employees/ers recognize and showcase peers' achievements to boost workplace culture & community engagement
Awards Management
Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Rewards Catalog
A catalog which lists a selection of rewards for incentive programs, loyalty programs, referral programs, and more
Manager-to-Employee Recognition
Allows managers to praise, recognize skills, and give feedback to their employees
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Commenting/Notes
Leave comments and notes on documents for others to view
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content (2)
Automation
Automates some or all operation related tasks
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Communication (4)
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360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
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Confidence Levels
Allows users to rate their confidence level concerning goal completion.
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Messaging Integrations
Integrates with outside business instant messaging tools.
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Onboarding
Provides built-in onboarding tools for new user adoption.
Goal Creation (5)
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Team OKR
Allows users to make team-wide OKRs.
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Individual OKR
Allows users to make OKRs for individual team members.
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Mind Mapping
Allows users to arrange tasks and goals in a mind map.
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Action Item Creation
Allows users to create goals and takss based on action items decided in in-person meetings.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Platform Basics (9)
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Performance Benchmarking
Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.
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Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Dashboard
Has a centralized dashboard for users to interact with.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (8)
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Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Process/Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
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Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (12)
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Peer Recognition
Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.
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Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Employee Portal
Online portal where employees can access and track their own information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
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Integrations
Integrates with business solutions such as HRIS systems and social tools.
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Mobility
Is accessible from a mobile device and by users on the go.
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Corporate Discounts
Corporate discount platforms provide employees with access to discounts on products and services.
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Employee Engagement
Provides employee survey and feedback features.
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Rewards
Provides flexible and easy-to-manage employee reward options.
Platform Content (4)
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Employee Tracking
Tracks employees’ progress, skills, and experience to develop and retain internal talent
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Employee Development
Provides employee development, self-assessments, manager support, internal talent discovery, mobility management, and more.
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Career Development
Provides tools that manage employee career development, employee growth, and job progression.
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Platform Additional Functionality (20)
Dashboard
Has a centralized dashboard for users to interact with.
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Mobility
Is accessible from a mobile device and by users on the go.
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Messaging
Contains in-application messaging abilities.
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Task Management
Provides task prioritization and management abilities.
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Payment
Contains built-in payment processing capabilities or integrates with payment processing software.
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Portal
Contains a portal to facilitate third-party or client application access.
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Integrations
Integrates with HR software solutions for ease of management and employee access
Internal Talent Mobility
Movement of employees across roles within the same company
Employee Portal
Online portal where employees can access and track their own information
Learning Management
Organize and track educational activities
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Forms Management
Store, manage and track all forms in a centralized location
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Review Management
Create, fill out, and send performance reviews to individual employees
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Task Creation (4)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
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Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (5)
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Project Templates
Pre-designed project plans that can be customized
Performance reviews (5)
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360 Reviews
Facilitates 360-degree feedback between managers, employees, and peers.
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Customizable Forms
Provides customizable employee review forms and questions.
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Review Cycle Tracking
Follow the progression of a task associated with performance reviews
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Goals (2)
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Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
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Company Goals And OKRs
Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.
Feedback (6)
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Continuous Feedback
Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
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Requesting Feedback
Allows employees or managers to request feedback from other employees.
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1-On-1 Meetings
Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.
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Public Praise
Provides a forum for employees or managers to deliver public praise for exceptional employee performance.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Data (4)
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Dashboards And Reports
Generates in-depth visual dashboards and reports based on employee performance data.
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Historical Data
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Generative AI (3)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Performance Management (3)
Succession Planning
Manages talent pool to ensure key indivduals are being prepared for key roles.
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Multi-step Planning
Ability to break down and plan multi-step processes
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Meeting Management (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Objectives and Key Results (OKR) (2)
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list.
Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices.

